China and the U.S. clash in London for 48 hours, temporarily pressing the pause button on the trade war, but the fuse is burning down to August 10th! If talks break down, it will explode!

Temporary pain relief:

U.S. side: loosened the grip on rare earths.

Chinese side: allowed some rare earth exports from Shenzhen.

Tariffs plunge! U.S. punitive tariffs on China dropped from 145% to 30%, while China's tariffs on the U.S. dropped from 125% to 10%.

BUT! Under a bomb:

August 10th is the life and death line! If talks fail to reach an agreement? All lowered tariffs will “boom” back up, possibly even worse! It's purely a deferred explosion!

Surface ceasefire, secretly stabbing:

The U.S. hasn't stopped its underhanded tactics: chip and aircraft equipment bans remain in place! They are also boasting about the 34% “standard” tariff supported by the courts. A stalling tactic! The big stick could drop at any moment!

China is not backing down: exports to the U.S. plummeted by 34.5% in May, but the rare earth trump card is forcing the U.S. back to the negotiating table, that's tough!

Global panic:

The World Bank overnight slashed next year's global growth forecast to a dismal 2.3%!

ECB President Lagarde urgently warns: another blow will send the global economy into ICU!

Countries like the EU, Japan, and Mexico are pleading with the U.S. to stop! The market is truly panicking!

Experts' bold claims: “Syria-style ceasefire” - as fragile as paper! Deep-rooted contradictions remain unresolved, all depends on the leaders' moods, negotiations can break down at any time! This “peace” is too fake!

Market schizophrenia:

Rare earth stocks are skyrocketing, relevant enterprises in Shenzhen are profiting immensely.

The dollar strangely falls, the market is anxious.

U.S. companies shout “suspended sentence is good” while secretly stocking up to prevent an explosion in August!